Associate Account Manager

ACRISURE; Canada; On-site; CAD 60,000 - 70,000; Full time

Job summary

A leading Fintech firm in Canada is looking for an Associate Account Manager to support Account Managers and provide service to clients. The role requires excellent customer service skills, attention to detail, and strong communication abilities. Key responsibilities include managing policy processes, responding to client inquiries, and ensuring overall satisfaction. A college degree and experience in Commercial Lines are preferred. The position offers a compensation range of $60,000 - $70,000.

Qualifications

• Minimum 5 years relevant Commercial Lines experience preferred.
• Ability to work with minimum supervision.
• Strong knowledge of P&C coverages.

Responsibilities

• Develop rapport with clients and ensure service delivery.
• Manage policy checking and delivery process.
• Process agency invoicing and resolve billing discrepancies.

Skills

Customer service skills

Attention to detail

Analytical skills

Communication skills

Project management skills

Education

College degree preferred

Licensed in property and casualty insurance

Tools

MS Office Products

Excel

Job description

About Acrisure

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.

Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it : innovation, client centricity and an indomitable will to win.

Job Summary

The Associate Account Manager Role provides support to Account Managers and Account Executives and service to assigned clients. The Associate Account Manager is responsible for support service on all existing and renewed accounts including processing and review of information, responding to requests, data input, and project management.

ESSENTIAL DUTIES & RESPONSIBILITIES

• Develop a rapport with main day-to-day contacts to create and assurance with the client
• Collaborate with client executives and organizational leaders to identify opportunities to provide additional consultation services, additional engagement points, etc.
• Develop an understanding of client’s overall operation & business goals, and assist team in helping track such goals
• Provide a high level of service to assigned clients, including prompt and through responses
• Set up & send out renewal surveys to clients and assist client with any questions or issues they have in completing the renewal survey materials
• Oversee and manage the policy checking and delivery process to insured as directed by the team.
• Process rating and endorsements on insurance carrier’s websites
• Request loss runs from insurance carriers or pull directly from websites.
• Prepare customer correspondence including certificates of insurance, binders, ID cards, cancellations, letters, etc.
• Initiate, screen and prepare policy and endorsement requests for issuance and ensure prompt delivery.
• Review policies, audits and endorsements for accuracy; report errors to insurance companies for correction.
• Interface with Account Managers and others to obtain and deliver information, quotations, policy changes, etc. as necessary
• Responsible for inputting and updating customer and policy information in agency management system and to ensure all information is accurate
• Process agency invoicing and assist to resolve billing discrepancies for assigned accounts.
• Apply project management skills to assist team with projects on an as-needed basis
• Prioritize workload and / or request for assistance as required.
• Maintain accurate and updated suspense file in agency management system.
• Keep team members fully informed of important activities on their accounts including being sensitive to potential problems.
• Send appropriate instructions to Resource Pro - policy checking, ordering loss runs, completing loss summary or special project.

KNOWLEDGE & SKILL REQUIREMENTS

• Ability to work with minimum supervision; able to accept direction on given assignments.
• Knowledge of MS Office Products, Word, Outlook; advanced knowledge of excel a plus
• Demonstrated flexibility and adaptability to changing priorities and deadlines.
• Strong analytical skills and attention to detail to ensure document accuracy.
• Able to work effectively in a team environment with strong customer service skills.
• Excellent phone etiquette, written and verbal communication, presentation, and interpersonal skills.
• Ability to travel domestically for client visits and the occasional relevant industry conference.
• Experience with a broker / agent, including marketing large middle market accounts to carriers; excellent knowledge of the markets a plus.
• Strong knowledge of all basic P&C coverages, focus / specialty in certain coverage areas a plus
• Superior presentation and relationship skills a plus
• Minimum 5 years relevant Commercial Lines experience a plus.
• College degree preferred.
• Licensed in property and casualty insurance preferred.

Pay Details

The base compensation range for this position is $60,000 - $70,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.